At Assante, we promote a positive and productive working environment that respects the entrepreneurial spirit. We reward forward thinking, commitment and success through competitive, performance-based compensation with generous benefits and recognition programs. As a fast-growing company, we offer many opportunities for advancement and encourage our advisors, corporate employees and branch staff to continuously build their skills and accreditation.
Branch name: Assante Vancouver Centre, an independent branch of Assante Financial Management Ltd.
Branch location: Downtown Vancouver
Contact: [email protected]
Application Close Date: October 13, 2023
Job description
Assante Vancouver Centre branch is a premier wealth management firm with offices in downtown Vancouver and Surrey. With over 30 years in the industry, our branch offers our clients personalized and comprehensive planning experience.
We are looking for a financial administrator who will be assisting a senior wealth advisor and their team with their day-to-day operations of supporting their clients. The right candidate sees themselves as self-reliant, attention-detailed and motivated individual who has a desire to work in the financial services industry. This is a tremendous opportunity for an individual who wants to take their proven administrative experience and top-level client servicing to new levels. In addition, this close group has created a working environment that cultures a spirit of trust, collaboration and cheerfulness.
This is a full time position but we can offer reduced or flexible hours if that was important. The position is available immediately and will require working on premise.
Duties & Responsibilities:
1. Coordinate client investment transactions, including processing trades, account opening, compliance documents, and follow-ups;
2. Assist team in their performance of their duties and provide customer service in all related manners;
3. Maintain client files (paper and electronic) and assist in preparation for client meetings and post-meeting follow-up;
4. Manage incoming and outgoing client correspondence, both written and verbal;
5. Assist with coordinating insurance administration and follow-ups.
Skills & Abilities
1. Mutual Fund & Life Insurance experience preferred;
2. Working knowledge of computer software and programs used in the financial industry, including Microsoft Office Suite (Teams, Word, Excel, Outlook, OneNote, OneDrive) and SalesForce CRM;
3. Excellent oral and written communication skills;
4. Work experience in the financial services industry preferred;
5. Organizational and administrative skills required to perform activities with varying degrees of priority;
6. Attention to detail and accuracy with handling figures a must;
7. Ability to work well independently and in a team environment;
8. Takes initiative;
9. A positive, upbeat attitude.
Complexities & Challenges:
1. Ensuring accuracy in all client service activities;
2. Responding to client inquiries;
3. Responding to multiple information requests from advisors and clients;
4. Responding to changing priorities and work environment.
Thank you to all those that apply. Unfortunately, we will not be able to reach out to all applicants and will only be in contact with those that meet all the requirements of this position.
Branch: Assante Vancouver Centre, an independent branch of Assante Financial Management Ltd.
Branch location: Downtown Vancouver and Surrey Panorama Ridge; ability to travel to both offices
Contact: [email protected]
Application Close Date: Ongoing
Job description
Assante Vancouver Centre branch is a premier wealth management firm with its office in downtown Vancouver. With over 20 years in operation and 10 practices encompassing 75 people, our AVC branch puts an equally, strong emphasis on delivering top level client service, continued learning with peer collaboration and enjoying our time together with a strong social culture. Joining our firm, you will quickly see why everyone has said they are with their forever work family! One of our highly successful and established practices is growing and looking to add to their client relationship team. They are looking to bring on an experienced Planner to join their three other Planners in servicing their clients. This is a tremendous opportunity for a career-oriented person looking to join a full-service financial planning practice that focuses on assisting clients through major life changes such as Retirement, Divorce, Disability and Death. If your career objective is to push your financial career forward whilst settling yourself down within a close-knit team, please reach out as we have the role for you!
Duties & Responsibilities:
Experience and Qualifications
Education/training
Skills & Abilities
Please submit a resume and cover letter. Thank you to all those that apply. Unfortunately,we will not be able to reach out to all applicants and will only be in contact with those that meet all the requirements of this position.
Please indicate the position you are applying for in the subject line of your email.
Assante Vancouver Centre is a branch that is comprised of Assante Capital Management Ltd. (“ACM”) and Assante Financial Management Ltd. (“AFM”) financial advisors. ACM, a registered investment dealer, is a Member of the Canadian Investor Protection Fund and Investment Industry Regulatory Organization of Canada. AFM, a registered mutual fund dealer, is a member of the Mutual Fund Dealers Association of Canada (“MFDA”), and MFDA Investor Protection Corporation (excluding Quebec). Insurance products and services are provided through Assante Estate and Insurance Services Inc. Wealth planning services may be provided by an accredited Assante advisor or through CI Assante Private Client, a division of CI Private Counsel LP, or a non-affiliated third party.